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Notes from Derek
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Preserving Family Legacy Through Communication
Transforming Estate Planning Through Communication Part 2: Preserving Family Legacy Through Communication Welcome to the second installment of our series, where we focus on the indispensable role of communication in preserving a family's legacy through estate...
CTA Imposes New Small Business Reporting Requirements for 2024
CTA Imposes New Small Business Reporting Requirements for 2024 Small business owners will have one more item on their compliance to-do list when the Corporate Transparency Act (CTA) takes effect next year. The CTA,[1] enacted as part of the Anti-Money Laundering...
The Importance of Communication in Estate Planning
Transforming Estate Planning Through Communication Part 1: The Importance of Communication in Estate Planning Welcome to the first installment of our enlightening series focused on the pivotal role of communication in estate planning. Here, we delve into why effective...
Anita’s Blog
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